All About Payments

Payables

• Improving automatic linking for PO Matching
• What is PO matching?
• 2-Way PO Matching
• Creating a Payable
• How to send a payment
• Paying your Routable bill

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Check Payments

• Check transaction limits
• How checks are formatted when they are issued to vendors
• Viewing Check Transaction Details
• Check payment delivery options

Viewing Payment Details

• Viewing Bank Transfer transaction details
• Using internal notes to communicate with your teammates

Payment Methods

• Why was my payment method previously added?
• Adding a payment method for my vendor
• Can I make or receive a payment with a Credit Card?
• Using account and routing numbers to pay your vendors

Receivables

• How to request payment / send an invoice
• What does my receivable status mean?
• How to create and not send an invoice

General

• Adding tags to payables and receivables
• Creating partial payments
• Marking a payable or receivable as externally paid
• Canceling a payable or receivable
• Using Addenda Records on Payments
• Bank Transfer payment delivery options

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FAQs

• How do I re-initiate a failed payment?
• Why you can't send payments to your own team members
• Supported File Types
• Why am I getting an error when trying to update a payment?
• Why paying over $100,000.00 requires additional verification
• One-Time Customer Verification

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